PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Trust Company of Tennessee
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Trust Company of Tennessee

EIN 62-1291257-investment management-Latest filing 2025
Plans
2
Retirement
1
$42.2M assets
Health & Benefits
1
$87K premiums
Participants
263
4823 OLD KINGSTON PIKE, SUITE 100 - KNOXVILLE, TN 37919865-971-1902thetrust.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filings
#001401(k)-$42.2M - 149 part#501Mixed-$87K - 114 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $87K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$87K
  • Short-term disability$87K
  • Long-term disability$87K
  • Other$87K
Total $87K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE TRUST COMPANY OF TENNESSEE 401 (K) PROFIT SHARING PLAN

401(k)

Assets$42.2M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE TRUST COMPANY OF TENNESSEE HEALTH PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$87K
Covered lives114
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE TRUST COMPANY OF TENNESSEE 401 (K) PROFIT SHARING PLAN401(k)$42.2M1492025
  • THE TRUST COMPANY OF TENNESSEE 401 (K) PROFIT SHARING PLAN$42.2M
    #001 · 401(k) · 2025149

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE TRUST COMPANY OF TENNESSEE HEALTH PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$87K1142025
  • THE TRUST COMPANY OF TENNESSEE HEALTH PLAN$87K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025114
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica